Settings and activity
18 results found
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16 votesAdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea ·
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14 votesAdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea ·
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68 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
22 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
12 votesAdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea ·
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6 votes
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21 votes
The ability to lock content blocks without restricting editing is still needed. Reopening feature request.
An error occurred while saving the comment AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
25 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea ·An error occurred while saving the comment Use Case: We use Bulk Sent to send and enrollment form to each parent. The document has fields we prepopulate with the student’s first name last name and the parents name. The parent then needs to sign it. We send these out in bulk to the entire school at once. Because parents often have more than 1 child enrolled at the same school, the bulk file includes one row for each child. The parent uses the same email address for themselves for each child. When we upload and send the file via bulk send, it only sends it to the first record in the file, not one document per child to the same parent. The work around we do is upload several files, ensuring that parents that have multiple children have only one record/row in each file. This is burdensome because we have to identify which parents/email addresses appear multiple times in the bulk file and then pull them out into separate files – doing usually 3 or 4 bulk sends per school instead of one.
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51 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
25 votes
An error occurred while saving the comment When revising quotes, customer may remove a line item but needs to keep the correct number sequence, so that if they remove Line Item 3, it will automatically adjust and not reflect 1, 2, 4, etc.
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
12 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
7 votesAdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea ·
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44 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email.
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
4 votesAdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea ·
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662 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
292 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea · -
34 votesAdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea ·
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109 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea ·An error occurred while saving the comment Agreed! I also have a customer who finds this very frustrating that the document can expire at the beginning of the expiration date and not at the end.
Really needed for customer's Sales team to allow them to still be able to edit the text block but prevent them from moving it within the document.